YHB Investment Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
296
Total value ($000)
$1,447,467
Net value change ($000)
+80,029 (5.9%)
New positions
13
Sold out positions
16
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 18,813 NEW
GOOGL 10,199 26.6%
GOOGL 8,661 25.3%
JPST 7,198 48.8%
IJH 6,221 19.7%
TMO 4,919 21.6%
BLK 3,428 NEW
AAPL 3,155 3.6%
LLY 2,943 51.8%
DHR 2,905 16.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -5,850 -31.4%
MSFT -5,618 -7.3%
URI -2,761 -14.7%
COST -2,509 -6.4%
HD -2,445 -15.1%
NFLX -1,466 -17.4%
PAYX -1,109 -33.4%
MOAT -1,091 -24.5%
IJR -1,087 -5.8%
META -1,021 -10.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type